Description The Analyst will be responsible for validating and analyzing the transactions entered in the contract management system. Preparing the calculations for management, agent commissions, and incentives. As well as assisting with the preparation of monthly billing and preparing reserve reconciliations based on acceptance reporting from the insurer.
- Validate and analyze transactions entered in the contract management system for accuracy in excel
- Review dealer agreements and payee schedules to ensure appropriate calculation for client payments
- Prepare final monthly analysis of contract data for area assigned to finalize data for monthly financial close
- Report and explain discrepancies identified in analysis to operations team for data updates, track and follow up to ensure data fix is properly made in the system
- Prepare and apply calculations for special program billing to properly display in contract data reporting and customer monthly billing statements
- Prepare and calculate the distribution for management money, agent commissions, and incentive dollars based on dealer agreements.
- Prepare monthly reconciliations for contract reserves by comparing contracts processed to contracts accepted by insurer for area assigned
- Assist with Monthly Billing PDF Consolidation preparation
- Special projects as assigned by immediate supervisor
Requirements - Bachelor's Degree in Business, Finance, or related field or Associates Degree with 2-5 years of related work experience
- 2-5 years of experience as a business analyst, financial analyst, or data analyst preferred
- Strong analytical and problem-solving skills
- Must be organized and detail oriented
- Excellent verbal and written communication skills
- Excellent Microsoft Office (Excel, Word, Power Point, Outlook)